The case whiteboard
Every case in the building on the same board with its status, so the day’s work is one view.
Funeral home whiteboard and scheduling software
Every case sits on the same whiteboard, tasks carry an owner and a due time, and services, arrangements, staff, and follow-ups share one calendar that syncs with Google Calendar and Microsoft 365 / Outlook. The board, the tasks, and the calendar all read from the case.
Who it is for
- Firms running the day from a dry-erase board in the office
- Directors who need to see every open case at once
- Staff juggling services, arrangements, and removals
- Offices whose calendars live in Google or Outlook
What it replaces
- A whiteboard nobody can read from the road
- A paper calendar copied into phones by hand
- Sticky notes and memory as the task list
- Calling around to find out who is doing what
How the whiteboard and schedule work
The schedule is built from the case, so moving a service or finishing a task changes the same record the rest of the team reads.
- 01
Every case on the whiteboard
Open cases sit on one board with their status, so the day’s work is one view rather than two lists reconciled by hand. Staff can mark a decedent as with the medical examiner on the case board.
- 02
Tasks with owners and due times
Tasks live on the case with an owner and a due time, and roll up into one view of what is due and overdue across every open case.
- 03
One shared calendar
Services, arrangements, staff, and follow-ups go on the case and in a shared calendar, so scheduling a service coordinates the people with it.
- 04
Sync to Google or Outlook
Service times, viewings, and appointments reach Google Calendar and Microsoft 365 / Outlook calendars, so staff see them on the calendar they already check.
- 05
Review the morning in one view
Today’s services, unsigned documents, balances, and at-risk tasks come from live case records, so the morning review is one screen rather than five tools.
What you get
Tasks across open cases
Owners and due times on each task, and one list of what is due and overdue across every case.
Shared calendar
Services, arrangements, staff, and follow-ups in one calendar, tied to the case they belong to.
Google Calendar and Outlook
Calendar sync with Google Calendar and Microsoft 365 / Outlook. Both are listed as available on the integrations page.
The service-day plan
Timeline, staff assignments, route and vehicle notes, family requests, open tasks, and document and payment status on the case, in one place the team can read.
Handoff notes
Staff can leave voice handoff notes on a case, so the service plan does not live in one person’s memory.
A sample case, from first call to the books
Every stage of a case is worked on one record, so nothing is typed twice between the person who takes the call and the person who closes the books.
“We run two locations and I used to have no idea where a case stood without calling someone. One dashboard changed that. The QuickBooks sync is the part my bookkeeper noticed first, the books finally reconcile against the cases without anyone keying it twice.”
Krista NethercottGrand Teton Funeral Home and CremationDriggs, Idaho, and Jackson, Wyoming6 steps 1 record
Every stage of a case in one file, so nothing falls between systems.
- First callThe caller, the decedent, and the next step, captured once.
- Arrangement fileServices, merchandise, and the statement, built on the case.
- DocumentsPackets generated from the case, signed remotely, and filed back on it.
- Family pageA secure page for status, forms, signatures, and payment.
- PaymentCard and ACH against a live case balance.
- The booksPosted to QuickBooks or the built-in ledger as payments clear.
Further reading
- Funeral home scheduling softwareCoordinating people, places, vehicles, and cases in one schedule.
- A funeral home whiteboard templateThe columns that make the next action on every case clear.
- Funeral home calendar managementServices, arrangements, staff, and follow-ups on one calendar.
- Track tasks across every open caseOwners, due times, and one view of what is overdue.
- Case managementThe record the whiteboard, tasks, and calendar all read from.
Common questions
What is funeral home scheduling software?
Funeral home scheduling software keeps services, arrangements, staff, and follow-ups on one calendar tied to each case. In FuneralHQ the calendar, the tasks, and the whiteboard all read from the case record, so a change made in one place is the change everyone sees.
Does FuneralHQ have a funeral home whiteboard?
Yes. The whiteboard is part of the Platform plan. Every open case sits on the same board with its status, and staff can mark a decedent as with the medical examiner on the case board.
Does it sync with Google Calendar or Outlook?
Yes. Service times, viewings, and appointments sync with Google Calendar and with Microsoft 365 / Outlook calendars, so staff can see them on the calendar they already use.
Can it schedule rooms and vehicles?
The service-day plan on each case holds the timeline, staff assignments, and route and vehicle notes. Bring your busiest week to a demo and we will show how your rooms and vehicles would sit in the shared calendar and on the case.
How does staff know what is overdue?
Each task has an owner and a due time, and FuneralHQ rolls them into one view of what is due and overdue across every open case. The morning review adds today’s services, unsigned documents, and balances.
See your week on the whiteboard
In 20 minutes we put a sample week on the whiteboard and calendar, assign the tasks, and show the service times arriving in Google Calendar or Outlook.